EFTA01021080.pdf
dataset_9 pdf 45.6 KB • Feb 3, 2026 • 1 pages
From: "Barry J. Cohen"
To: 'jeffrey E.' <jeevacation@gmail.com>
CC: Melanie Spinella
Subject: Black Family Investment
Date: Tue, 02 Oct 2018 20:24:02 +0000
Jeffrey: Leon asked if we could get your thoughts on an investment the family is seriously considering. It's
probably best if 3 or 4 of us come see you. Unfortunately the timetable is tight. Any chance of visiting you in the
next day or two?
We are looking at buying a business that for 20 years has sourced and executed transactions that utilize federal
and state tax credits. In that period, they have never had a tax credit recaptured. Their clients include mainly
financial institutions and companies, like Berkshire Hathaway, Travelers, Vulcan and Hershey Co., the chocolate
company and many smaller institutions. The types of tax credits include historic tax credits, solar tax credits and
new markets tax credits.
They also operate funds that invest in tax credits.
To be clear, we are looking to buy the business, not invest in the tax credits.
We will send you a deck in advance of our meeting.
Barry
Barry J. Cohen I
President and Special Counsel I
Elysium Management, LLC
445 Park Avenue Suite 1401
New Y rk NY 10022 I
Tel. Cell
mailto:
EFTA01021080
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